Paulinda
Lee
Fisher Investments
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About this Advisor
Paulinda Lee is a financial advisor based in Camas, Washington, working with Fisher Investments. Paulinda has previously held positions at Liberty Mutual, Fisher Investments, and as a homemaker. Paulinda has passed the Series 65 regulatory exam and is registered to provide services in Texas and Washington. Currently, Paulinda is part of Fisher Investments, which operates out of Camas, Washington. The firm has 14 offices and 3,525 employees. The firm manages assets totaling $235.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Fisher Investments includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fisher Investments Brokerage Details
$235,943,355,465
3,525
148,462
$1,589,251
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Paulinda Lee Work History
Fisher Investments
Homemaker
Fisher Investments
Liberty Mutual
Disclosures
Please visit the SEC profile of Paulinda Lee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
